Help Desk

Within the Workflow builder, you have several options for getting started in creating a new Workflow. You can start from scratch with a blank slate,  import steps from an existing campaign, or you may use a “Recipe” from the list of pre-made templates we’ve created for you. The Recipes allow you to use and customize […]

Within a Workflow, you may want to make changes and reorder one or multiple actions. Rather than deleting and recreating the action(s) you can move one or multiple actions to another portion of your Workflow. This can save you time if you want to just reorder one or multiple actions, vs. redoing an entire Workflow

Within the Workflow builder, you may want to setup an automated sequence of calls and voicemail drops. Here’s a sample Workflow showing you how you can create this based on a tag. Create a new Workflow. In the Workflow builder, add a trigger for “Contact Tag” and determine which tag you want this to be

If you are using dynamic number swapping or call tracking (using a number pool), you may want to be able to determine if a lead found its way to you via an organic social media search, a paid Google ad, or other source. Within a Workflow, you can use several different contact attribution variables for

Using the Workflow builder, there are numerous possibilities to completely customize the triggers and actions for your business needs. Some workflows may be based on one triggering action, while others may be created using several triggers. For example, perhaps you want to add contacts to your Facebook audience based on a specific form being submitted,

If a lead abandons their cart and does not make a purchase, you may want to set up a Workflow to automate some actions, from a follow up email to a reminder call, or anything else that makes sense for your particular use case. Follow these steps to create and use Workflows for an Abandoned

You may want to assign new leads to users within your system, in a round-robin type of situation. Maybe you have a lead form, and when it’s submitted, you want the leads to be distributed to a sales team of users within your system. You can set up a workflow to distribute the leads however

If you are sending SMS communications in the system, and the SMS fails to go through, you may want to track those contacts for a variety of reasons (i.e. perhaps you want to call or email them to confirm their mobile number for SMS communications.) You can create and save a smart list to compile

There are multiple options for setting up the timing of workflows. In this tutorial, we will show you how to use time frames, or “windows” to customize your workflow actions and timing using delivery windows. You can set up a default setting for the workflow as a whole, or use wait steps to customize just

Using a webhook with Zapier or another program, you can export date from the system to another platform or system. This is useful if you are utilizing multiple systems and want to export information from the CRM. (Check out our Webhook setup article if you need an overview on how to create and use Webhooks.)